Use Cases
- Quickly add new contacts to Agile CRM during sales calls.
- Streamline the onboarding process for new customers.
- Maintain an organized contact database for marketing campaigns.
How It Works
Initiate the workflow by clicking 'execute'. Trigger the Agile CRM node to create a new contact. Input the necessary contact details such as first and last names.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Click on the 'execute' button to start the workflow.
- 3Fill in the required contact details in the Agile CRM node.
Apps Used
Agile CRM
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation